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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hannah? Claim Your ProfileHannah Caitlin Kelly is an investment advisor representative currently registered with Dunham & Associates Investment Counsel, Inc. in San Diego, California. Hannah Kelly previously worked at LPL FINANCIAL LLC from November 2020 to July 2021. She is licensed to offer securities products and investment advisory services in the state of California. Hannah Kelly has a broad range of experience, as evidenced by her licenses and her employment history. She holds Series 7, Series 66, and Series 24 licenses. Hannah Kelly has a strong track record of providing excellent service to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset-allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
08/06/2021 - Present
Dunham & Associates Investment Counsel, Inc. (SAN DIEGO CA)
CA
11/09/2020 - 07/13/2021
LPL FINANCIAL LLC (SAN DIEGO CA)
BOTH
Issued 05/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2021
Series 24 - General Securities Principal Examination
BC
Issued 11/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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